Highland Private Wealth Management - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VB and the CUSIP is 922908751. A total of 1,621 filers reported holding VANGUARD INDEX FDS in Q3 2023. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.

Quarter-by-quarter ownership
Highland Private Wealth Management ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2022$3,532,000
+12.1%
20,668
+15.5%
0.57%
+17.5%
Q2 2022$3,151,000
+48.1%
17,893
+78.8%
0.48%
+70.8%
Q1 2022$2,127,000
-8.0%
10,006
-2.2%
0.28%
-3.1%
Q4 2021$2,313,000
-1.4%
10,236
-4.6%
0.29%
-11.5%
Q3 2021$2,346,000
+1.7%
10,729
+4.8%
0.33%
-3.2%
Q2 2021$2,307,000
+10.5%
10,242
+5.0%
0.34%
-0.6%
Q1 2021$2,088,000
-47.2%
9,752
-52.0%
0.34%
+0.9%
Q4 2020$3,952,000
+125.2%
20,298
+77.9%
0.34%
-1.2%
Q3 2020$1,755,000
-0.7%
11,412
-5.9%
0.34%
-9.2%
Q2 2020$1,767,000
-29.9%
12,123
-44.5%
0.38%
+10.1%
Q1 2020$2,522,000
+683.2%
21,852
+1024.1%
0.34%
+348.1%
Q4 2019$322,0001,9440.08%
Other shareholders
VANGUARD INDEX FDS shareholders Q3 2023
NameSharesValueWeighting ↓
Centered Wealth LLC dba Miller Equity Capital Advisors 258,800$49,058,03327.42%
Aufman Associates Inc 148,061$28,066,35423.89%
Investments & Financial Planning, LLC 103,364$19,593,70617.98%
MBE Wealth Management, LLC 140,161$26,568,89515.64%
Whelan Financial 122,311$23,185,25912.86%
Brown Financial Advisory 67,451$12,786,09512.31%
BLUESTEM FINANCIAL ADVISORS, LLC 103,905$19,696,30312.13%
Family Investment Center, Inc. 92,753$17,582,31212.08%
McCarthy Grittinger Financial Group, LLC 157,695$29,892,59111.85%
Chandler Asset Management, Inc. 262,837$49,823,32511.83%
View complete list of VANGUARD INDEX FDS shareholders